Trustees’ Annual Report for the period
From 1st February 2025 To 31st December 2025
Charity name: Stafford u3a
Charity registration number: 1120043
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The advancement of education and, in particular, the education of older people and those who are retired from full time work, by all means, including associated activities conducive to learning and personal development. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The activities are organised in specific interest groups, each led by a Group Leader. Activities are many and varied comprising discussion groups, craft groups, physical activity groups, creativity groups and cultural activity groups. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public |
Para 1.18 | The trustees comprise the committee which meets to ensure effective management and governance of the charity with regard to CC guidance on public benefit. |
| ~~benefit~~ |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity has enabled elderly and retired members to take part in activities such as: discussion groups, craft groups, physical activity groups, creativity groups, cultural activity groups, day trips, theatre visits, hosteling, walking , cycling and monthly meetings with topical speakers and interactive discussion which they would otherwise not be able to take part. In many cases it has enhanced their knowledge and mobility. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity’s financial position is set out in the financial statement (submitted and uploaded as part of the annual report.) |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity aims to hold a reserve which would allow it to run for 4 months as a sinking fund. |
| Amount of reserves held | Para 1.22 | £11,776 as on 31st December 2025 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s |
||
|---|---|---|
| ~~t~~ ~~t~~ Type of governing document (trust deed, royal charter) |
Para 1.25 | Registered charity governed by Constitution agreed at AGM. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more |
Para 1.25 | As defined by constitution. |
| ~~trustees~~ |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Stafford University of the Third Age. |
|---|---|
| Other name the charity uses | Stafford u3a. |
| Registered charity number | 1120043 |
| Charity’s principal address | 6, St. John’s Road, Stafford. ST17 9 AS. |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Helen Hood | Chair | ~~(if any)~~ AGM |
|
| Geoffrey ~~Dll~~ |
Treasuser | AGM | ||
| ~~owza~~ Henryk ~~Silki~~ |
Secretary | AGM | ||
| ~~maows~~ June Williams |
Vice-Chair and Recruitment and Retention |
AGM | ||
| David John Benge |
Membership Secretary |
AGM | ||
| Audrey Bright | Visits Treasurer | AGM | ||
| Raymond ~~Bil~~ |
Newsletter ~~Edit~~ |
AGM | ||
| ~~raze~~ Linda Sparkes |
~~or~~ WEB site Administrator |
AGM | ||
| Alan Cowey | AGM | |||
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted rf not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional ~~information)~~
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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